Cornerstone Wealth Management’s VanEck Morningstar Wide Moat ETF MOAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $882K | Buy |
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|
2023
Q2 | $835K | Sell |
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|
2023
Q1 | $4.52M | Buy |
|
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|
2022
Q3 | $3.79M | Buy |
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|
2022
Q2 | $3.81M | Buy |
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|
2022
Q1 | $4.34M | Buy |
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|
2021
Q4 | $4.38M | Sell |
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|
2021
Q3 | $4.33M | Buy |
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|
2021
Q2 | $4.17M | Buy |
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|
2021
Q1 | $3.73M | Buy |
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|
2020
Q4 | $798K | Sell |
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|
2020
Q3 | $851K | Sell |
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|
2020
Q2 | $848K | Buy |
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|
2020
Q1 | $547K | Buy |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q3 | $444K | Buy |
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|
2019
Q2 | $389K | Buy |
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|
2019
Q1 | $956K | Sell |
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|
2018
Q4 | $304K | Sell |
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|
2018
Q3 | $6.01M | Sell |
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|
2018
Q2 | $7.38M | Buy |
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|
2018
Q1 | $271K | Buy |
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|
2017
Q4 | $265K | Buy |
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|
2017
Q3 | $241K | Buy |
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|
2017
Q2 | $203K | Buy |
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